Monthly Archives: May 2023

Competitors Turn Partners: Exploring Tesla and BYD’s Collaboration

Posted on 2023-05-16 by TrendForce

Tesla, the world’s leading electric vehicle (EV) manufacturer, has announced its collaboration with BYD, a leading player in the EV and battery industry. The partnership involves Tesla incorporating BYD’s lithium iron phosphate (LFP) blade batteries into the rear-wheel-drive entry-level version …

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Posted in Automotive Technologies, Emerging Technologies, Energy, Lithium Battery and Energy Storage | Tagged , , , | Leave a comment

CHIPS Act Again, PSMC Captured Orders rerouted from HuaHong Foundry Business

Posted on 2023-05-12 by TrendForce

Over the past few years, the US Department of Commerce has imposed export restrictions and the CHIPS Act, causing political tensions to rise between China and the US. To mitigate geopolitical risks, customers are beginning to diversify the proportion of …

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Posted in DRAM, NAND Flash, Semiconductors, Wafer Foundries | Leave a comment

Upstream Material And Component Price Reductions Have Led To A Decline In Module Prices And A Significant Recovery In Cell Profitability

Posted on 2023-05-12 by TrendForce

After the Chinese holidays, solar-related materials continued to decline, with the exception of module prices which remained nearly flat. Prices for other materials such as cells, wafers, and polysilicon all decreased. Polysilico Polysilicon prices have continued to decline since the …

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Posted in Energy, Solar PV | Tagged , , , , , , | Leave a comment

Thailand Poised to Become the Main PCB Production Hub Amid Geopolitical Upheaval

Posted on 2023-05-12 by TrendForce

Global PCB market revenue will decline by 3.4% in 2023 due to low demand for consumer electronics, reaching around USD 80.5 billion, down from approximately USD 83.3 billion in 2022. However, the industry is expected to rebound, with a potential …

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Posted in Semiconductors | Tagged , , , | Leave a comment

A Deep Dive into China’s Leading Foundries Amidst US Restrictions

Posted on 2023-05-11 by TrendForce

The risks associated with the United States’ suppression of China’s semiconductor industry and the ongoing tension in China-US relations continue to permeate the supply chain. However, most customers of foundries are adopting a cautious approach, either maintaining a wait-and-see attitude …

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Posted in IC Manufacturing, Package&Test, Semiconductors, Wafer Foundries | Tagged , , | Leave a comment